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LBMC Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

LBMC Investment Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
+5,810
New +$207K 0.01% 233
2021
Q2 		– Sell
-6,679
Closed -$212K – 168
2021
Q1 		$212K Buy
+6,679
New +$218K 0.02% 129

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LBMC Investment Advisors's SCHE Position: Q2 2026 in Review

LBMC Investment Advisors opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 5,810 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: LBMC Investment Advisors previously reported a position in SCHE as recently as Q1 2021.

LBMC Investment Advisors first reported a position in SCHE in Q1 2021 and has held it in 2 quarters since. The position peaked at $212K in Q1 2021. 899 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • LBMC Investment Advisors held 5,810 shares of Schwab Emerging Markets Equity ETF worth $211K as of Q2 2026.
  • Schwab Emerging Markets Equity ETF was a new LBMC Investment Advisors position in Q2 2026.
  • Schwab Emerging Markets Equity ETF made up 0.01% of LBMC Investment Advisors's portfolio in Q2 2026, its #233 holding.
  • LBMC Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 2 quarters since.
  • LBMC Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $212K in Q1 2021.
  • 899 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.